Testimonials

Clear and thorough financial advice

Dan was referred to us by some friends that have been with him for many years and have always been happy with his advice and the service he has given them. We also wanted someone that was local to us and would look at all of our financial needs.

He was very clear and thorough during our discussions and pointed out a lot of things that we weren't aware of and feel that we have learned quite a lot from him and are happy to recommend him ourselves.

Honest reliable financial advice

Dan is an honest reliable person, he will explain any problem and give good advice. I feel that I am lucky having a person like Dan looking after my finances.

Can rely on Dan for a great job

Dan has been our financial advisor for over 12 years now, and has really helped us during this time. We see Dan more as a friend than as our financial advisor, and can always rely on him doing a great job for us.